Joseph Kuo is a CFP-designated registered investment advisor at Farther, based in Newark, CA, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 14,965 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Contact
Joseph Kuo
Location
39899 Balentine Drive, Suite 200, Newark, CA, 94560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is an adjunct professor at Golden Gate University since January 2021, spending minimal time teaching students. He is also the founder of Abundance Life Planning since July 2022, dedicating a few hours per week to coaching and teaching workshops.
Employment History
Current Registrations
Farther
Previous Registrations
Financial Life Focus, LLC
Family Wealth Consultants, INC.
Abundance Wealth Planning, LLC
Griffin Black, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
MY CERTIFICATIONS AND MEMBERSHIPS
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